Orb Unveils New Brand Reflecting the Rise of Revenue Design in the AI Economy

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SAN FRANCISCO--(BUSINESS WIRE)--Jan 5, 2026--

Orb today unveiled a refreshed brand that reflects how modern software companies are operating revenue in an AI-driven world.

As AI adoption accelerates, costs and margins are becoming highly variable. Usage now fluctuates in real time based on inference volume, model choice, and automated workflows. For many, this has already made seat-based pricing unsustainable and pushed them toward usage and outcome-based models to remain profitable.

What is changing now is the speed and scale of that shift.

Orb’s largest AI-native customers process millions of usage events per second, with some adjusting pricing continuously as usage patterns change. Even non–AI-native software companies are moving faster, shifting from annual pricing updates to quarterly and increasingly monthly iteration. As AI agents begin to deliver work directly rather than assist users, these pressures intensify.

“ What we see across customers is that revenue is no longer something you set once and reconcile later,” said Alvaro Morales, co-founder and CEO of Orb. “ Teams are adapting pricing as usage, costs, and products evolve, and the systems behind revenue need to keep up. ”

Orb’s recent product momentum reflects this reality. Orb Simulations allows teams to model pricing scenarios before changes go live, while AR Aging gives finance teams real-time visibility into cash collection and exposure as usage fluctuates. Together with Orb’s billing, invoicing, and revenue workflows, these capabilities support a continuous loop from pricing decisions to execution and analysis on a shared source of truth. Orb refers to this operating motion as revenue design.

This evolution has shaped Orb since its earliest architectural choices. By preserving raw usage events across time and dimensions, Orb enables teams to reinterpret usage, test pricing changes, and adapt revenue strategy without rework. As AI increases volume, variability, and decision velocity, that foundation becomes essential.

Orb's refreshed brand reflects a shift already underway across its customer base: revenue is now continuously operated, not just billed.

About Orb

Orb is the revenue design platform for AI and SaaS companies. Built on raw usage data, Orb unifies pricing, billing, and revenue intelligence—so companies can evolve how they monetize as fast as they ship. AI-natives like Replit, Glean, Vercel, and Supabase run their revenue on Orb. Based in San Francisco, the company is backed by Mayfield, Menlo Ventures, and Greylock.

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CONTACT: Bastiaan de Goei - Head of Marketing

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KEYWORD: CALIFORNIA UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: PROFESSIONAL SERVICES DATA ANALYTICS TECHNOLOGY SOFTWARE VENTURE CAPITAL ARTIFICIAL INTELLIGENCE ACCOUNTING

SOURCE: Orb

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PUB: 01/05/2026 08:30 AM/DISC: 01/05/2026 08:32 AM

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